Whittier Trust’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Whittier Trust’s Portfolio MOTI Stock Details MOTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$125K	Hold	3,629	–	–	﹤0.01%	697
2026 Q1	$126K	Hold	3,629	–	–	﹤0.01%	668
2025 Q4	$137K	Hold	3,629	–	–	﹤0.01%	676
2025 Q3	$139K	Hold	3,629	–	–	﹤0.01%	660
2025 Q2	$126K	Hold	3,629	–	–	﹤0.01%	744
2025 Q1	$121K	Hold	3,629	–	–	﹤0.01%	736
2024 Q4	$110K	Hold	3,629	–	–	﹤0.01%	775
2024 Q3	$127K	Hold	3,629	–	–	﹤0.01%	742
2024 Q2	$114K	Hold	3,629	–	–	﹤0.01%	751
2024 Q1	$113K	Hold	3,629	–	–	﹤0.01%	764
2023 Q4	$113K	Hold	3,629	–	–	﹤0.01%	742
2023 Q3	$108K	Hold	3,629	–	–	﹤0.01%	755
2023 Q2	$115K	Hold	3,629	–	–	﹤0.01%	753
2023 Q1	$116K	Hold	3,629	–	–	﹤0.01%	774
2022 Q4	$105K	Hold	3,629	–	–	﹤0.01%	802
2022 Q3	$91K	Hold	3,629	–	–	﹤0.01%	817
2022 Q2	$105K	Hold	3,629	–	–	﹤0.01%	783
2022 Q1	$115K	Hold	3,629	–	–	﹤0.01%	794
2021 Q4	$117K	Hold	3,629	–	–	﹤0.01%	787
2021 Q3	$122K	Hold	3,629	–	–	﹤0.01%	738
2021 Q2	$130K	Hold	3,629	–	–	﹤0.01%	737
2021 Q1	$130K	Hold	3,629	–	–	﹤0.01%	721
2020 Q4	$122K	Hold	3,629	–	–	﹤0.01%	672
2020 Q3	$106K	Hold	3,629	–	–	﹤0.01%	695
2020 Q2	$102K	Hold	3,629	–	–	﹤0.01%	674
2020 Q1	$89K	Buy	+3,629	New	+$105K	﹤0.01%	682

Other funds holding MOTI

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

MCM

Mengis Capital Management Portland, Oregon $658M AUM 39.64% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Whittier Trust's MOTI Position: Q2 2026 in Review

Whittier Trust held its VanEck Morningstar International Moat ETF (MOTI) position steady in Q2 2026 at 3,629 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Whittier Trust first reported a position in MOTI in Q1 2020 and has held it in 26 quarters since. The position peaked at $139K in Q3 2025. 22 funds tracked by Wall St. Rank hold MOTI as of Q2 2026.

Whittier Trust held 3,629 shares of VanEck Morningstar International Moat ETF worth $125K as of Q2 2026.
Whittier Trust left its VanEck Morningstar International Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar International Moat ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #697 holding.
Whittier Trust first reported a position in VanEck Morningstar International Moat ETF in Q1 2020 and has held it in 26 quarters since.
Whittier Trust's VanEck Morningstar International Moat ETF position peaked at $139K in Q3 2025.
22 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.